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Woodard & Company Asset Management Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Woodard & Company Asset Management Group’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-570
Closed -$31.1K – 102
2023
Q1 		$31.1K Buy
+570
New +$30.9K 0.01% 87

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodard & Company Asset Management Group's JEPI Position: Q2 2023 in Review

Woodard & Company Asset Management Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2023, closing a stake of 570 shares — an estimated $31.1K sold.

Woodard & Company Asset Management Group first reported a position in JEPI in Q1 2023 and held it in 1 quarter. The position peaked at $31.1K in Q1 2023. 858 funds tracked by Wall St. Rank hold JEPI as of Q2 2023.

  • Woodard & Company Asset Management Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2023 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 570 JPMorgan Equity Premium Income ETF shares in Q2 2023, an estimated $31.1K.
  • Woodard & Company Asset Management Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's JPMorgan Equity Premium Income ETF position peaked at $31.1K in Q1 2023.
  • 858 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2023.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.